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HICKORY WEALTH MANAGEMENT, LLC

SPRINGFIELD, MO · CRD 298475 · IAPD ↗ · (417) 306-9891

$126.5MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2025 — HICKORY WEALTH MANAGEMENT, LLC (SPRINGFIELD, MO) is newly SEC-registered with $107.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.